FDx Advisors’s W.R. Berkley WRB Stock Holding History

FDx Advisors’s Portfolio WRB Stock Details WRB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell
2023 Q4	$456K	Sell
2023 Q3	$451K	Sell
2023 Q2	$1.16M	Sell
2023 Q1	$1.68M	Hold
2022 Q4	$1.68M	Sell
2022 Q3	$2.26M	Sell
2022 Q2	$18M	Buy
2022 Q1	–	Sell
2021 Q4	$14M	Buy
2021 Q3	$1.34M	Buy
2021 Q2	$1.13M	Buy
2021 Q1	$981K	Buy
2020 Q4	$569K	Buy
2020 Q3	$371K	Buy
2020 Q2	$236K	Buy
2018 Q3	–	Sell
2018 Q2	$432K	Sell
2018 Q1	$1.86M	Sell
2017 Q4	$2M	Buy
2017 Q3	$1.73M	Sell
2017 Q2	$1.91M	Buy
2017 Q1	$1.75M	Sell
2016 Q4	$2.36M	Buy
2016 Q3	$571K	Buy
2016 Q2	$510K	Buy